WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 50 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $203,000 | -18.5% | 6,695 | -7.0% | 0.04% | -89.0% |
Q2 2022 | $249,000 | -12.6% | 7,198 | +0.3% | 0.32% | +673.2% |
Q1 2022 | $285,000 | +0.4% | 7,177 | -2.1% | 0.04% | +7.9% |
Q4 2021 | $284,000 | +31.5% | 7,331 | +28.9% | 0.04% | +22.6% |
Q3 2021 | $216,000 | -3.6% | 5,688 | +0.5% | 0.03% | -3.1% |
Q2 2021 | $224,000 | +1.4% | 5,661 | +0.5% | 0.03% | -8.6% |
Q1 2021 | $221,000 | -0.9% | 5,631 | -5.5% | 0.04% | -14.6% |
Q4 2020 | $223,000 | -3.9% | 5,957 | -15.7% | 0.04% | -19.6% |
Q3 2020 | $232,000 | 0.0% | 7,065 | +0.3% | 0.05% | -3.8% |
Q2 2020 | $232,000 | -13.1% | 7,042 | -22.4% | 0.05% | -27.4% |
Q1 2020 | $267,000 | -30.8% | 9,069 | -1.3% | 0.07% | -12.0% |
Q4 2019 | $386,000 | +9.7% | 9,190 | +1.8% | 0.08% | +1.2% |
Q3 2019 | $352,000 | -9.7% | 9,027 | -6.5% | 0.08% | +12.3% |
Q2 2019 | $390,000 | +8.9% | 9,652 | +8.4% | 0.07% | +19.7% |
Q1 2019 | $358,000 | +15.9% | 8,902 | +6.9% | 0.06% | +3.4% |
Q4 2018 | $309,000 | -21.2% | 8,327 | -11.2% | 0.06% | -7.8% |
Q3 2018 | $392,000 | -3.2% | 9,377 | -4.1% | 0.06% | -11.1% |
Q2 2018 | $405,000 | -4.9% | 9,777 | 0.0% | 0.07% | -13.3% |
Q1 2018 | $426,000 | -14.5% | 9,777 | -12.9% | 0.08% | 0.0% |
Q4 2017 | $498,000 | +1.4% | 11,228 | 0.0% | 0.08% | -4.6% |
Q3 2017 | $491,000 | +1.2% | 11,228 | -3.4% | 0.09% | 0.0% |
Q2 2017 | $485,000 | +25.3% | 11,625 | +22.0% | 0.09% | +26.1% |
Q1 2017 | $387,000 | +20.9% | 9,529 | +13.6% | 0.07% | -8.0% |
Q4 2016 | $320,000 | +32.2% | 8,388 | +32.8% | 0.08% | +15.4% |
Q3 2016 | $242,000 | +105.1% | 6,315 | +94.3% | 0.06% | +97.0% |
Q2 2016 | $118,000 | -2.5% | 3,250 | 0.0% | 0.03% | -23.3% |
Q1 2016 | $121,000 | -14.2% | 3,250 | -3.0% | 0.04% | -15.7% |
Q2 2015 | $141,000 | -18.5% | 3,350 | -16.2% | 0.05% | -23.9% |
Q1 2015 | $173,000 | +10.2% | 4,000 | +8.1% | 0.07% | -2.9% |
Q4 2014 | $157,000 | +18.9% | 3,700 | +27.6% | 0.07% | +6.2% |
Q3 2014 | $132,000 | +14.8% | 2,900 | +23.4% | 0.06% | +16.1% |
Q2 2014 | $115,000 | -38.2% | 2,350 | -43.0% | 0.06% | -53.3% |
Q3 2013 | $186,000 | +12.7% | 4,125 | 0.0% | 0.12% | -0.8% |
Q2 2013 | $165,000 | – | 4,125 | – | 0.12% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Providence Wealth Advisors, LLC | 67,494 | $2,727,000 | 2.51% |
Evanson Asset Management, LLC | 159,603 | $6,710,000 | 1.32% |
Beacon Pointe Advisors, LLC | 29,421 | $1,235,000 | 0.38% |
LVM CAPITAL MANAGEMENT LTD/MI | 40,138 | $1,687,000 | 0.33% |
Beacon Pointe Wealth Advisors, LLC | 38,524 | $1,620,000 | 0.30% |
WealthPLAN Partners, LLC | 57,160 | $2,363,000 | 0.28% |
Madrona Financial Services, LLC | 9,053 | $381,000 | 0.28% |
PrairieView Partners, LLC | 24,765 | $1,041,000 | 0.22% |
Linscomb Wealth, Inc. | 76,453 | $3,214,000 | 0.21% |
Brinker Capital Investments, LLC | 98,872 | $4,157,000 | 0.14% |